UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.58% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3651
Victoria's Secret
VSCO
$2.05B
| $2.16M | ﹤0.01% |
52,266
-39,510
| -43% | -$1.64M |
|
|
SVM
3652
Silvercorp Metals
SVM
$1.34B
| $2.16M | ﹤0.01% |
719,822
+508,443
| +241% | +$1.53M |
|
3653
Stratasys
SSYS
$882M
| $2.16M | ﹤0.01% |
242,485
+125,234
| +107% | +$1.11M |
|
|
INVX
3654
Innovex International
INVX
$1.18B
| $2.15M | ﹤0.01% |
154,111
+85,495
| +125% | +$1.19M |
|
|
PZC
3655
DELISTED
PIMCO California Municipal Income Fund III
PZC
| $2.14M | ﹤0.01% |
311,734
-21,339
| -6% | -$147K |
|
3656
LeMaitre Vascular
LMAT
$2.09B
| $2.14M | ﹤0.01% |
23,212
+16,982
| +273% | +$1.56M |
|
3657
Barron's 400 ETF
BFOR
$184M
| $2.14M | ﹤0.01% |
29,350
+2,172
| +8% | +$158K |
|
3658
Gabelli Equity Trust
GAB
$1.91B
| $2.13M | ﹤0.01% |
396,145
+3,386
| +0.9% | +$18.2K |
|
|
MMU
3659
Western Asset Managed Municipals Fund
MMU
$566M
| $2.13M | ﹤0.01% |
208,886
+2,052
| +1% | +$20.9K |
|
|
CMBT
3660
CMB.TECH NV
CMBT
$2.69B
| $2.12M | ﹤0.01% |
213,768
+199,736
| +1,423% | +$1.98M |
|
|
FFAI
3661
Faraday Future Intelligent Electric
FFAI
$243M
| $2.12M | ﹤0.01% |
872,375
+872,373
| +43,618,650% | +$2.12M |
|
3662
Citizens
CIA
$285M
| $2.12M | ﹤0.01% |
527,729
+184,922
| +54% | +$742K |
|
3663
DXP Enterprises
DXPE
$1.83B
| $2.11M | ﹤0.01% |
25,569
+17,893
| +233% | +$1.48M |
|
3664
FTAI Infrastructure
FIP
$546M
| $2.11M | ﹤0.01% |
290,819
+41,636
| +17% | +$302K |
|
3665
Washington Trust Bancorp
WASH
$568M
| $2.11M | ﹤0.01% |
67,324
+44,217
| +191% | +$1.39M |
|
|
LAR
3666
Lithium Argentina AG
LAR
$552M
| $2.1M | ﹤0.01% |
802,607
+732,244
| +1,041% | +$1.92M |
|
3667
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$204M
| $2.1M | ﹤0.01% |
91,531
+20,988
| +30% | +$481K |
|
3668
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $2.1M | ﹤0.01% |
12,693
-608
| -5% | -$100K |
|
3669
Marcus & Millichap
MMI
$1.2B
| $2.1M | ﹤0.01% |
54,795
+37,562
| +218% | +$1.44M |
|
|
EDN
3670
Edenor
EDN
$797M
| $2.1M | ﹤0.01% |
48,856
+47,005
| +2,539% | +$2.02M |
|
3671
BW LPG
BWLP
$2.3B
| $2.1M | ﹤0.01% |
184,473
+168,899
| +1,084% | +$1.92M |
|
3672
Minerals Technologies
MTX
$1.96B
| $2.1M | ﹤0.01% |
27,497
+6,955
| +34% | +$530K |
|
3673
Ribbon Communications
RBBN
$685M
| $2.09M | ﹤0.01% |
502,756
+335,139
| +200% | +$1.39M |
|
3674
eHealth
EHTH
$121M
| $2.09M | ﹤0.01% |
222,029
+180,417
| +434% | +$1.7M |
|
3675
Alerian Energy Infrastructure ETF
ENFR
$315M
| $2.08M | ﹤0.01% |
66,914
-933
| -1% | -$29.1K |
|